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Index Fund
Basics
どういう意味か
A type of investment fund (ETF or mutual fund) designed to replicate the performance of a specific market index, rather than trying to beat it through active management. Known for low costs and broad diversification.
例
VOO, SPY, and IVV are all index funds that track the S&P 500 Index. They do not try to pick winning stocks, they just hold all 500 stocks in the index.
初心者がよくやるミス
Beginners think "index funds are boring" and try to beat the market by picking individual stocks. Over the long term, most active funds underperform their benchmark index after fees.
関連用語
- ETF — Exchange-Traded Fund: A type of investment fund that trades on a stock exchange, just like…
- Expense Ratio — The annual fee an ETF or mutual fund charges to manage your money, expressed as a percenta…
- Tracking Error — How closely an ETF follows the performance of its target index. Lower tracking error means…